MILESTONE WEALTH, LLC is a Buffalo, New York based financial advisory firm with nearly $95,069,757 in assets under management and provides investment advisory services for 171 clients. There are currently 1 financial advisors at the firm.
General Information |
| Firm CRD#: | 166717 | |
| SEC#: | 801-77692 | |
| Assets under Management: | $95,069,757 | |
| No. of Clients: | 171 | |
| No. of Advisors: | 1 | |
| Advisory Services Provided: | Portfolio Management for Individuals | |
| Fee Structure: | A Percentage of AUM |
| Financial Advisory Firm | Firm CRD# | SEC# | No. of Clients | No. of Advisors | AUM |
| J.P. MORGAN SECURITIES LLC | 79 | 801-3702 | 982795 | 7098 | $212,928,874,840 |
| J.P. MORGAN PRIVATE INVESTMENTS INC. | 110186 | 801-41088 | 871626 | 709 | $238,864,704,749 |
| RBC CAPITAL MARKETS, LLC | 31194 | 801-13059 | 423124 | 8094 | $183,480,849,974 |
| GOLDMAN SACHS & CO. LLC | 361 | 801-16048 | 71199 | 3932 | $211,418,550,210 |
| VOYA INVESTMENT MANAGEMENT CO. LLC | 106494 | 801-9046 | 62080 | 880 | $236,709,852,507 |
| JENNISON ASSOCIATES | 107959 | 801-5608 | 4053 | 367 | $164,275,126,570 |
| DWS INVESTMENT MANAGEMENT AMERICAS, INC. | 104518 | 801-252 | 609 | 506 | $164,890,183,366 |
| SCHRODER INVESTMENT MANAGEMENT NORTH AMERICA INC | 105820 | 801-15834 | 415 | 320 | $171,297,000,000 |
| FRANKLIN TEMPLETON FUND ADVISER, LLC | 140432 | 801-66785 | 148 | 6 | $212,539,533,442 |
| KOHLBERG KRAVIS ROBERTS & CO. L.P. | 144533 | 801-69634 | 122 | 1635 | $289,898,481,445 |
| EQUITABLE INVESTMENT MANAGEMENT GROUP, LLC | 156933 | 801-72220 | 112 | 62 | $143,549,380,883 |
| BROOKFIELD ASSET MANAGEMENT PIC US, LLC | 151599 | 801-72031 | 99 | 1681 | $162,269,124,932 |
| NUVEEN ALTERNATIVES ADVISORS LLC | 160255 | 801-74475 | 72 | 47 | $151,502,805,151 |
| MARINER INVESTMENT GROUP, LLC | 124744 | 801-62016 | 43 | 120 | $154,061,973,743 |
| TIAA-CREF INVESTMENT MANAGEMENT LLC | 107168 | 801-38029 | 8 | 407 | $215,384,349,404 |